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Deloitte Tax Manager - PSG - Investment Management Tax - Investor Solutions in Dallas, Texas

If you are looking to leverage your knowledge of investment management in a new and innovative way, Deloitte's Partnership Solutions Group (PSG) may be the place for you! Come be part of a group that sets the standard for investment management tax technology and provides tax compliance and consulting services to a variety of clients in the financial services industry. Our people-first approach will provide you with a great work/life fit and great growth opportunities in a rapidly expanding environment.

Work you'll do

As a Manager on our PSG IM team, you will:

  • Maintain and develop strong client relationships on various investment compliance and consulting engagements within the insurance and financial services industry

  • Consult with clients in transforming their tax compliance processes using process and technology

  • Lead the development of new features and capabilities in our industry leading iPACS technology ecosystem

  • Supervise national teams in both our U.S. and U.S.-India offices

  • Mentor and develop consultants, senior consultants, and interns-providing leadership, counseling, and career guidance

  • Actively participate in marketplace pursuits

  • Manage the economics of client project

The Team

PSG is part of National Federal Tax Services (NFTS), a national practice within Deloitte Tax LLP made up of a number of tax service offerings. Each NFTS service offering has been developed and built as a result of a tax planning idea, a marketplace need, or a technological innovation-all with the purpose of delivering results for our clients. Our people are entrepreneurial in spirit and value a balance of working hard while maintaining a "work-life balance." NFTS service lines provide tax planning and compliance support for the largest organizations across all industries.



  • 5+ years' experience in federal partnership tax compliance or tax compliance for investments with corporate ownership

  • Strong knowledge of Generally Accepted Accounting Principles (GAAP), Statements of Statutory Accounting Principles (SSAP), and related pronouncements such as Accounting Standards Codification Topic 740: Income Taxes (ASC 740) and Statement of Statutory Accounting Principles No. 101 (SSAP 101)

  • Bachelors degree in accounting or business-related field

  • Ability to travel 30%, on average, based on the work you do and the clients and industries/sectors you serve

  • One of the following accreditations obtained:

  • Licensed CPA in state of practice/primary office if eligible to sit for the CPA

  • If not CPA eligible:

  • Licensed attorney

  • Enrolled Agent

  • Project Management Professional (PMP)

  • Chartered Financial Advisor (CFA)


  • Familiarity with tax compliance for investments

  • Investment management industry experience (e.g. private equity, real estate, fund of funds, hedge funds)

  • Advanced degree such as MSA or MST

  • Proven leadership skills demonstrating strong judgment, problem-solving, and decision-making abilities

  • Experience working in a fast-paced, team environment

  • Strong executive presence and demonstrated effective verbal and written communication skills

  • Experience presenting to clients or other decision-makers for purposes of project delivery or sales pursuits

  • A self-starter with demonstrated ability to effectively handle multiple, competing priorities

  • Demonstrated ability to proactively develop internal and external working relationships

For individuals assigned and/or hired to work in New York City or Jersey City, Deloitte is required by law to include a reasonable estimate of the compensation range for this role. This compensation range is specific to New York City and Jersey City and takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $128,800 to $239,200.

You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.